Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding COLUMBIA SMALL CAP VALUE II INST3 Registered Investment Company in their Schedule of Assets, totaling $21K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SARCOS CORP SARCOS CORP. 401(K) PROFIT SHARING PLAN AND TRUST | SALT LAKE CITY UT | 161 | $4.7M | $21K |